The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

The UK stock market is home to lots of world-class companies. From international giants to a diverse array of smaller businesses. This provides a rich hunting ground for fund managers in this sector. They all try to grow investors' money over the long term, but each goes about it in a different way. Some focus on larger companies in the FTSE 100 index, others invest in medium-sized or smaller companies, and some have the flexibility to invest in any company, regardless of size. Some aim to match or deliver a return similar to the broader UK stock market. Others have the freedom to try and make as much money as possible for investors and take more risks. That could mean investing in only a small number of companies, for instance. A fund that invests in UK shares is normally the first port of call for UK-based investors. But with such a variety on offer, investors should make sure a fund is right for their circumstances before investing.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

24/05/14 to 24/05/15

24/05/15 to 24/05/16

24/05/16 to 24/05/17

24/05/17 to 24/05/18

24/05/18 to 24/05/19

Annual return

11.98%

-11.15%

18.09%

1.33%

-6.87%

Please remember past performance is not a guide to future returns. Where no data is shown,
figures are not available. This information is provided to help you choose your own investments,
remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

Launched in 1985 as a specialist boutique, Jupiter has grown to be one of the UK's most successful and respected investment management groups. Jupiter currently manages assets spread across a range of UK and offshore mutual funds, multi-manager products, hedge funds, institutional mandates and investment companies.
Jupiter has gained a reputation for achieving outperformance across a broad variety of portfolios specialising in different markets, including UK equities, Europe and bonds.

Information about the fund

Fund manager biography

Manager Name:

Charlie Thomas

Manager start date:

1 January 2016

Manager located in:

London

Charlie Thomas joined Jupiter in 2000 and is Head of Strategy, Environment & Sustainability. He has been the lead fund manager of both Jupiter Green Investment Trust PLC and the Jupiter Ecology Fund (Unit Turst) since September 2003. Charlie also manages the Global Ecology Growth SICAV.

Data policy - All information should be used for indicative purposes only. You should
independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete,
and accepts no responsibility for how it may be used.
Benchmark data provided subject to this
disclaimer.

Wealth 50 fund

Wealth 50 fund

Wealth 50 fund

This fund is on the Wealth 50 list of our favourite funds.

Wealth 50 fund

This fund is on the Wealth 50 list of our favourite funds.

Our website offers information about investing and saving, but not personal advice. If you're not sure which investments are right for you, please request advice, for example from our financial advisers. If you decide to invest, read our important investment notes first and remember that investments can go up and down in value, so you could get back less than you put in.